RemoteMatch
Daniel Pertschi GLOBAL-FINANZ100% Remote

Independent Financial Advisor (m/f/d) Full-Time

Employment

Full-time

Remote Scope

EU/EEA

Date Posted

Oct 23, 2026

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About the Role

We look forward to receiving your application as an Independent Financial Advisor (m/f/d) in full-time. "Financial planning is life planning" – We live by this principle in everything we do. For us, financial advisory is a trustworthy service from people to people. With the goal of improving the life situations of all clients, we offer comprehensive solutions for all financial topics – personal, individual, and collaborative. Responsibilities Individual Advisory: You analyze the financial situation of your clients and develop tailored financial solutions that enable long-term security and growth. Holistic Support: From asset planning and insurance matters to retirement provision – you are the central point of contact for all financial concerns of your clients. You work with a broad portfolio of financial products and services, enabling you to provide independent and objective recommendations – always in the best interest of your clients. Client Acquisition and Retention: Through active networking and building long-term relationships, you continuously expand your client base and maintain existing contacts with the highest degree of trust and reliability. Qualifications What makes you a great fit: Qualified Education or Experience: You have completed training in the banking or insurance sector or have already gained initial professional experience in these areas. Entrepreneurial Vision: You think strategically

Required Skills & Technologies

FinanzberaterVermögensberaterVersicherungsberaterUnabhängiger-FinanzberaterFinanzberatungSelbstständige-BeratungVermögensberatung
Link verified: 10/23/2026

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